Learning Resources

Integrated Planning Competencies

By: SCUP

This toolkit details the competencies—knowledge, dispositions, and skills—an individual needs to perform integrated planning in higher education.

Abstract: Build Capacity for Integrated Planning

Whether you’re preparing a committee for an upcoming planning process or simply looking for directions for your own professional development, the Integrated Planning Competencies can help you determine the knowledge, skills, and dispositions your institution needs to advance integrated planning.

Integrated planning requires building capacity in the people who do planning so they have the necessary knowledge and skills for success. But higher education institutions that focus only on developing planning-related expertise often face hurdles when they attempt integrated planning. Why? Because colleges and universities are complex environments and using an integrated planning approach in those environments requires a wide range of knowledge, skills, and dispositions. Some of the required expertise might seem obvious (like writing goals or analyzing information). But some of it may be less so—particularly expertise related to “soft” skills or human skills, like communication or collaboration.

To provide more clear and specific guidance, SCUP identified competencies—knowledge, skills, and dispositions—that individuals need for successful integrated planning. We analyzed the experiences and viewpoints of around 300 planners and higher education administrators in order to surface the competencies—both obvious and inconspicuous—that underpin integrated planning success.

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Example Plans

Published
August 8, 2023

Strategic Plan, Strategic Planning Website

Public Doctoral/Research University (Colorado, United States)

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Facilities Planning for Community Colleges

Practicing Equity for Educational Inclusion & Belonging

By: Amara H. Pérez, PhD | Brodie Bain, NAC|Architecture | Saumya Kini, Walker Macy | Rebecca Ocken, Portland Community College

The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts.

Abstract: The planning team for Portland Community College will discuss lessons learned while practicing equity to create an inclusive Facilities Plan for Oregon’s largest higher education institution on thresholds of global, local, and institutional shifts. Portland Community College, a multi-campus institution constantly navigating academic, workforce, and social change, offers critical and timely lessons for effective and inclusive integrated planning. Attendees will be encouraged to consider relationships between educational equity, campus planning, and institution-wide shifts. They will feel empowered to balance uncertainty, flexibility, and specificity in planning equitable futures.

Institutions Mentioned: Portland Community College
Planning Types: Campus Planning, Diversity, Equity, and Inclusion Planning
Tags: Alignment, Community College, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Higher Ed Trends, Learning Environments, Racial Equity, Student Engagement

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Social Mobility and the Graduation Rate Paradox

Can You Advance One and Avoid the Other?

By: Roy Mathew, PhD, Elsa Bonilla-Martin, PhD, Luis A Aguirre, MS, and Naoko Tsuboi, MA

By using a metric-based planning framework, researchers at the University of Texas at El Paso identified areas for institutional intervention to enhance social mobility outcomes.

From Volume 51 Number 1 | October–December 2022

Abstract: Social mobility is an emerging area of focus for higher education institutions. In recent years, we have seen a proliferation of measures related to social mobility produced by publishers, scholars, think tanks, and foundations. However, it is still unclear which social mobility measures to advance, or when to intervene to improve social mobility outcomes. We rely on a century of literature from economics, sociology, and policy analysis to identify an appropriate framework to understand higher education’s contribution to social mobility. Using the metric-based planning framework, we identify areas for institutional intervention to enhance social mobility outcomes.

Institutions Mentioned: The University of Texas at El Paso
Planning Types: Institutional Effectiveness Planning, Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Student Demographics, Student Success, Underserved Students

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Book Review: The State Must Provide

Why America’s Colleges Have Always Been Unequal—and How to Set Them Right

By: Sigrid M. Davison, MS

From Volume 50 Number 3 | April–June 2022

Abstract: The State Must Provide: Why America’s Colleges Have Always Been Unequal—and How to Set Them Right
by Adam Harris
Ecco, an imprint of Harper Collins Publishers: New York: 2021
259 Pages
ISBN: 978-0-06-297648-2

Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Diversity Equity and Inclusion (DEI), Funding, Governmental Policies and Regulations, Higher Ed in Society, Racial Equity

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Partnerships Promote Inclusion

A university and a secondary school collaborate to decrease dropout rates and increase college enrollment

By: Vibhavari Jani, MA, and Tim Murrell, EdD

Intentional planning and a competency-based, personalized learning model empowers graduate students from the architecture discipline to assist secondary students in becoming knowledge seekers and design professionals.

From Volume 50 Number 2 | January–March 2022

Abstract: American industries, professional organizations, individual companies, and higher education institutions continue to struggle to attract employees from underrepresented populations. Future-forward thinking is required to ensure a multicultural workforce. The authors, a design educator at a predominantly white, Midwestern university, and a high school principal at a multicultural urban school district, developed an intentional collaboration—partnerships between secondary and postsecondary institutions—to bridge the gap. In this article, they share strategies they developed for recruiting and retaining underrepresented students through intentional planning and design of competency-based, personalized learning models.

Institutions Mentioned: Kansas State University
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Active Learning, Attracting and Retaining Underrepresented Students, Collaborative Design, Design Thinking, Diversity Equity and Inclusion (DEI), Experiential Learning, External Collaboration / Partnerships, Fine and Performing Arts Education, K–12, Student Success, Teaching and Learning, Workforce Development

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Book Review: Broke

The Racial Consequences of Underfunding Public Universities

By: Karen Merritt, PhD

From Volume 50 Number 1 | October–December 2021

Abstract: by Laura T. Hamilton and Kelly Nielsen
The University of Chicago Press
294 pages
ISBN-13: 978-0-226-60540-1 (cloth)
ISBN-13:978-0-226-74745-3 (paper)
ISBN-13: 978-0-226-74759 (e-book)

Institutions Mentioned: University of California-Merced, University of California-Riverside
Planning Types: Strategic Enrollment Management Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, Diversity Equity and Inclusion (DEI), Enrollment Management, Funding, Governmental Policies and Regulations, Public Institution, Racial Equity, Underserved Students

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Leveraging Institutional Planning to Benefit Latinx Students

Racially Disaggregated and Actionable Data Improve Community College Transfer Success

By: Eric R. Felix, PhD

How can institutional planners make a difference for underrepresented minority students? Senior administrators at East Los Angeles College addressed inequities in Latinx student transfer rates with data-backed culturally-relevant strategies.

From Volume 49 Number 2 | January–March 2021

Abstract: California Community Colleges, since 2014, have explicitly targeted retention, transfer, and completion outcomes through a mandated planning process supported by newly-allocated fiscal resources. The policy focuses on equity-driven institutional planning that identifies and addresses disparities for specific groups (e.g., Latinx students, foster youths, veterans). This article shares insight from five years of case study research, exploring how senior administrators address Latinx student transfer inequity through new culturally-relevant strategies. Within California, Latinx students comprise the largest share of transfer-aspirants, but they have significantly lower rates of academic success. Key lessons are shared to leverage planning efforts to improve outcomes for underrepresented minority students.

Institutions Mentioned: East Los Angeles College
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Community College, Diversity Equity and Inclusion (DEI), Governmental Policies and Regulations, Implementation, Racial Equity, Student Demographics, Student Success, Student Support Services

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Conference Recordings

Published
October 19, 2020

2020 North Central Regional Conference | October 2020

Making Colleges Student Ready

It’s About Time!

By: Chris Gilmer, President, West Virginia University at Parkersburg | Ivan Banks, Interim Associate Provost, Alcorn State University | La’Tara Osborne-Lampkin, Senior Research Associate, Florida State University | Donzell Lee, Former Interim President and Provost, Alcorn State University | Anthony Johnson, Interim Vice President for Academic Affairs, Philander Smith College | Brady Whipkey, Vice President and Chief of Staff to the President, West Virginia University at Parkersburg

We will share a tool we developed through the National Institutes for Historically-Underserved Students for institutions to assess their readiness to support underserved students. In this session, you will learn about this tool and the detailed survey of relevant research that went into its development as well as discover how you can employ this tool on your campus.

Abstract: Equity and inclusion on campus has never been more important and institutions must come to terms with their current practices in order to improve them. We will share a tool we developed through the National Institutes for Historically-Underserved Students for institutions to assess their readiness to support underserved students. A detailed survey of relevant research went into the development of this readiness tool. In this session, you will learn about this tool and the detailed survey of relevant research that went into its development as well as discover how you can employ this tool on your campus.

Institutions Mentioned: West Virginia University at Parkersburg
Planning Types: Academic Planning, Diversity, Equity, and Inclusion Planning
Tags: Attracting and Retaining Underrepresented Students, SCUP 2020 North Central Regional Conference, Underserved Students

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Increase Student Participation in Planning to Create More Equitable Spaces

By: Cory Gillette, Luxo Lopez, Derrick McDonald, Aidee Medel Diaz, Ngoc Nguyen, Amara Perez, Cesar Santiago Perez, Erika Villanueva

Abstract: Designing equitable spaces is an important part of closing the achievement gap between white students and students of color. Using Critical Race Theory (CRT) in facilities planning is a way to step back, reflect, and look for ways our current environments—and the processes used to create them—hinder or discourage students of color. Students leaders and the project coordinator will share how Portland Community College (PCC) has applied CRT and participatory action research to foreground the leadership and insights of students in campus planning and design.

Institutions Mentioned: Portland Community College
Planning Types: Diversity, Equity, and Inclusion Planning
Tags: Community College, Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Flexible Learning Spaces, Racial Equity, SCUP 2019 Annual Conference

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Planning Types

Challenges